CRM Expansion Sales Executive

About the role

At BizIQ, we don’t just sell — we unlock growth. As an CRM Expansion Sales Executive, you’ll work with an existing portfolio of small business clients who already trust BizIQ to power their digital presence, and you’ll deepen that relationship by introducing them to our CRM platform, GoIQ, and additional solutions designed to help their businesses win online. This is a high-impact, hunter-style role for someone who thrives on consultative selling, loves the thrill of a closed deal, and wants to be part of a nationally recognized, award-winning culture that’s scaling fast.

OBJECTIVES

• Drive upsell revenue by identifying opportunities within the existing BizIQ client base to introduce our CRM platform and complementary digital marketing solutions.
• Sources and prioritizes sales opportunities through strategic research of client databases, behavioral data, and usage patterns.
• Conduct consultative discovery conversations that uncover client pain points and align solutions to their specific business goals.
• Build and manage a healthy pipeline — tracking opportunities, forecasting close dates, and staying relentlessly proactive in follow-up.
• Deliver compelling, customized presentations via phone, video, and virtual demos that clearly articulate ROI and product value.
• Negotiate contracts and close deals with confidence — balancing client satisfaction with company profitability.
• Partner closely with Growth Advisors and Automation team to ensure seamless client transitions and strategic alignment.
• Maintain accurate and timely CRM documentation to ensure visibility, accountability, and team collaboration.
• Represent BizIQ professionally on camera during presentations and demos, using tools like PowerPoint or Google Slides.
• Contribute to special projects and cross-functional initiatives that move the business forward.

COMPETENCIES

• You know how to listen first, diagnose second, and pitch third. You build trust before you ask for the business.
• You deeply understand how CRM platforms work and can articulate their value to business owners in plain language.
• You’re self-directed, high-energy, and motivated by results. You don’t wait for leads — you create momentum.
• You manage your opportunities with precision, track every touchpoint, and follow up relentlessly without being pushy.
• Exceptional verbal and written communicator who can adapt messaging to a wide range of business owners and industries.
• Skilled at neutralizing resistance, overcoming objections, and turning skepticism into confidence.
• Proven ability to structure deals, navigate pricing conversations, and bring opportunities across the finish line.
• Comfortable using CRM platforms, sales enablement tools, and AI-powered productivity tools.
• You compete hard but win as a team. You share best practices, support peers, and contribute to a strong culture.
• You own your numbers, your pipeline, and your client relationships — no excuses, just results.

EDUCATION AND EXPERIENCE

• 3+ years of direct CRM sales experience, with a demonstrable track record in a pure hunter or expansion sales role.
• Proven success transitioning clients onto new platforms or upselling additional solutions within an existing account base.
• Experience using CRM tools (e.g., Salesforce, HubSpot, or similar) for pipeline management, reporting, and forecasting.
• Background in digital marketing, local SEO, or related industries is preferred.
• Demonstrated history of meeting or exceeding quota in a metrics-driven environment.
• Bachelor’s degree in Business, Marketing, Sales, or a related field preferred — or equivalent experience.
• Ongoing professional development or sales training certifications (e.g., Sandler, SPIN Selling, HubSpot Sales Certification) are a plus.

COMPANY BENEFITS AND PERKS

• Health Benefits: Four Medical plans (with Company HSA Contribution), MetLife Dental plans, Vision plan, Life Insurance, Disability Insurance and more
• Paid Time Off: 15 days of PTO accrued annually, 6 paid holidays, plus 4 floating holidays
• Retirement Savings: 401K
• Paid Parental leave: Inclusive and supportive parental leave policy
• Peer-to-peer Recognition: We call it BizBucks - a rewards program where you can receive weekly prizes Including Amazon gift cards or other prices.
• Award Winning Culture: A fun, energetic workplace, with a supportive atmosphere, no traveling required

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer
• Prolonged periods attending or presenting on video calls with camera on

CERTIFICATIONS AND TRAINING

• Ongoing professional development or sales training certifications (e.g., Sandler, SPIN Selling, HubSpot Sales Certification) are a plus.

COMPANY VALUES

• Growth Mindset
• Results Oriented
• Innovative
• Inspirational
• Accountable
• Transparency

COMMITMENT TO DIVERSITY

We hire talent at all levels, regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability. We actively foster inclusion within our company and in all interactions with clients, candidates, and partners.